MWM

Modera Wealth Management Portfolio holdings

AUM $8.63B
1-Year Est. Return 17.95%
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$672M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$24.6M
3
+$23M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$22.9M
5
VUG icon
Vanguard Growth ETF
VUG
+$22.3M

Top Sells

1
+$8.4M
2
+$1.93M
3
+$1.56M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.22M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M

Sector Composition

1 Technology 5.07%
2 Financials 3.7%
3 Consumer Discretionary 2.72%
4 Industrials 1.85%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$253K 0.01%
+5,865
477
$252K 0.01%
3,454
478
$252K 0.01%
+2,327
479
$252K 0.01%
+2,521
480
$252K 0.01%
+6,008
481
$251K 0.01%
+1,270
482
$250K 0.01%
+2,132
483
$250K 0.01%
+928
484
$249K 0.01%
+141
485
$249K 0.01%
+669
486
$248K 0.01%
+1,879
487
$248K 0.01%
+11,377
488
$248K 0.01%
+1,831
489
$248K 0.01%
+7,999
490
$247K 0.01%
+1,198
491
$247K 0.01%
+1,350
492
$246K 0.01%
11,799
+1,799
493
$246K 0.01%
+7,728
494
$244K 0.01%
+5,128
495
$243K 0.01%
+1,473
496
$242K 0.01%
+1,861
497
$241K 0.01%
+2,992
498
$241K 0.01%
10,000
499
$241K 0.01%
+1,167
500
$240K 0.01%
+2,180
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